The Adviser Podcast Network

Peita Davies, finance specialist at MoneyQuest Penrith & Blue Mountains, first entered the industry in 2002 and has grown her team and presence to run three franchise businesses across two states. In this episode of Elite Broker, host Annie Kane is joined by the the NSW-based broker to find the challenges and opportunities she has faced over her broking career, and her secrets to success. In this...

Starting your own broking business can be a daunting process, but – for many brokers – the flexibility in being your own boss and building a valuable business is more than just reward. In this episode of Elite Broker, we're catching up with the director and broker at South Australia-based brokerage The Finance Room, Kristy de Poel, to find out how she's been building her broking business with her...

Victoria-based broker Nikki Berzin from Cherry Lending & Finance has had a somewhat unusual route into broking. Having been a banker and then a firefighter, Nikki is now happily marrying her two experiences by carving out a niche for herself writing loans for emergency service workers. In this episode of Elite Broker, host Annie Kane catches up with Nikki to find out: What Nikki most likes about b...

Whether you're in the first few years of broking, or have more than a decade's experience, there's always one common theme in growing your broking business: the need for support. In this episode of In Focus, partnered by Mortgage Choice, we're speaking to NSW-based Smartline broker Xia Xia Yu and Queensland-based Mortgage Choice broker James Hasselle, to find out the different models they've taken...

Joining a new industry is daunting at the best of times, but starting a new career and business during a pandemic – and navigating a new world of compliance, business operations and credit policies – is an even tougher challenge. But NSW broker Catherine Denney has been hitting the ground running, building a successful new brokerage in the Northern Beaches. In this episode of Elite Broker, we're s...

In this month's episode of In Focus, partnered by OnDeck, we are looking at what small businesses are seeking finance for, the challenges and opportunities they are facing at the moment and how brokers can help support them. With small businesses having had an incredibly disruptive few years, the need for specialist advice and financial support has been more important than ever. In this episode of...

In this special episode, Momentum Media director Phil Tarrant and MAJGEN (Ret'd) Marcus Thompson, inaugural head of information warfare for the Australian Defence Force, discuss Russia's history of cyber war and how this vector will continue to shape peace and conflict in the future. After discussing a recent opinion piece penned by MAJGEN (Ret'd) Thompson in  The Australian Financial Review  rega...

As we celebrate International Women's Day, we're catching up with ACT-based broker Lucy Blain to find out how she runs her brokerage in the country's capital, her process for writing loans, and the issues she faces as a female broker. In this episode of Elite Broker, host Annie Kane sits down with the former real-estate-sales person-turned-broker to find out how she navigated the entry into brokin...

Having formerly been a bank BDM before making the move into broking with his wife Jamie, NSW broker Peter Vassilis was well versed in credit when he started his own brokerage, Black and White Finance. But what came as a surprise was the sheer time and effort it takes to write a loan as a broker. In this episode of Elite Broker, recorded at the Connective Conference on the Sunshine Coast last week,...

In this exclusive interview with shadow financial services minister and shadow assistant treasurer, Stephen Jones MP, join Momentum Media's editor of mortgages Annie Kane as she speaks to the member for Whitlam about the valuable role that financial advisers and brokers play in supporting Australian borrowers and what the Australian Labor Party would offer the financial services, credit and supera...

Writing $80 million in your first year of broking is an impressive feat for any broker, let alone a regional one, but GSC Finance Solutions' Matt Turner has done just that, after hitting the ground running as a new broker. In this episode of Elite Broker, host Annie Kane catches up with the Victorian broker to find out how he found his feet in the broking industry, why he thinks new brokers should...

Small businesses have been having to move rapidly over the past two years to pivot, grow and overhaul their businesses over the pandemic – and, in order to do so, turning to professional advisers in their droves. While accountants are often said to be the right-hand man for an SME looking to delve into their financials, brokers are a key partner when it comes to looking at credit options. But the...

At the end of last year, North Sydney-based broker Joel Wyld was named the leading broker in Australia for customer service, taking home the Australian Broking Award for Customer Service of the Year – Individual. Earlier in the year, his co-director (and wife) Amanda Christmann was named the Best Loan Administrator for NSW/ACT at the Better Business Awards in recognition of her work supporting the...

After nearly 20 years in the broking industry and in banking before that, First Choice Mortgage Brokers broker director Tony Bice has seen the broker market go from strength to strength and offer more services and solutions to clients. In this episode of Elite Broker, host Annie Kane sits down with broker Tony Bice – Australia's recently crowned Finance Broker of the Year 2021 – to find out how he...

As a self-employed business owner, Liz Wilson of Wilson Financial can recognise and understand the trials and tribulations faced by SMEs in regional Australia. From the challenges of finding staff to suffering from stop-start COVID restrictions, the ability to empathise and support self-employed borrowers has been a key part of Wilson Financial's success. In this episode of Elite Broker, host Anni...

Victoria-based brokerage Entourage Finance has been growing rapidly in recent years, hiring new brokers and staff even while enduring the world's longest lockdowns. We find out how they did it. Damien Roylance's brokerage Entourage has been busy making a name for itself in the past few years, and took home the Office of the Year, Non-Franchise award at the Australian Broking Awards last month. But...

Ian   Robinson , the founding director of agribusiness and corporate finance brokerage  Robinson  Sewell, was crowned Broker of the Year and Commercial Finance Broker of the Year at the Australian Broking Awards 2021. In this episode of Elite Broker, host Annie Kane catches up with the regional broker to find out how he's been supporting farmers during a rollercoaster few years, why his team are o...

In December, senator Jane Hume – the Minister for Superannuation, Financial Services, and the Digital Economy and the new Minister for Women's Economic Security – delivered the keynote speech at the Women in Finance Awards 2021. In her speech, Senator Hume urged the financial services industry to help support more women to lead in the finance space and underscored the business case for more female...

Commercial broker Dan Holden of HoldenCAPITAL has won countless awards for his work in construction and commercial property finance, and has now (literally) written the book on it, too. In this episode of Elite Broker, host Annie Kane catches up with the commercial finance broker to find out how he's been building his business over the past few years, why he started his own lending fund, and his t...

Brokers are known for going above and beyond for clients; but Louisa Sanghera of brokerage Zippy Financial has demonstrated an extraordinary dedication to customer service in a particularly difficult year, as Annie Kane finds out. In this episode of Elite Broker, recorded live at the Better Business Summit in Sydney, host Annie Kane catches up with Zippy Financial's Louisa Sanghera to discuss her...

In this month's episode, partnered by Prospa, we are looking at what small businesses are seeking finance for and how brokers can help support them. As the year 2021 draws to a close and a new year fast approaches, we're catching up with Prospa's co-founder and chief revenue officer, Beau Bertoli, to review what the key issues and themes have been for SMEs in 2021 and what these business owners wi...

After migrating to Australia from Vietnam, EZ Financing broker Thuy Hook started working in banking before making the leap into broking. Having been a broker for the last seven years, the Queensland-based broker now focuses predominantly on first home buyers – and this year celebrated the achievement of writing $100 million in loans as well as being named a finalist for the upcoming Australian Bro...

For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortgage broker herself. In this episode of Elite Broker...

Over the past year, there's been a groundswell of Australians leaving their PAYG roles to set up their dream businesses – with more expected to do so this year. Building on the self-employed sector report in the November edition of The Adviser magazine, in this episode of In Focus, partnered by RedZed, we catch up with the lender's executive general manager of distribution, Chris Calvert, to discu...

When it comes to running a successful brokerage, there's a range of different models and routes you can choose to take to build, grow and evolve your business. In this episode of Elite Broker, host Annie Kane catches up with Gracious Chidhakwa, managing director at Eagle Life in Melbourne; James Hasselle, group director of Mortgage Choice Miami, Burleigh, Palm Beach and Bayside; and Troy Phillips,...